Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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